Every year, the IRS releases a "Dirty Dozen" list of strategies it views as “schemes” to reduce or avoid taxation. In another blog post we wrote about Monetized Installment Sales, one of the...
Jonathan recently wrote an article for the First American Trust newsletter concerning estate planning for volatile assets including closely held businesses, precious metals, and cryptocurrencies....
Matt recently spoke with Brent Nelson and Rachel Sass on the Wealth & Law podcast about how crypto changes EVERYTHING we think we know about assets, wealth, trusts, estate planning and how...
Although the outcomes of the 2020 elections are still unclear, many believe that even with a Biden presidency and a likely Republican-controlled Senate, there will be few if any changes impacting...
Matt recently sat down with Rick Hadrava for the Over 50 Entrepreneur Podcast (though he will be quick to point out that he's not there yet!). In this fast-paced interview, Matt and Rick...
EVERGREEN, CO, August 21, 2020 -- Evergreen Legacy Planning, LLP, a boutique law firm with offices in Colorado and California dedicated to qualitative, creative, and sophisticated tax, estate,...
Small businesses make up a huge part of the U.S. economy. There’s a lot of allure to starting a business but it’s often risky. Lenders view loans to small businesses, particularly start-ups, as...
Creating a strong corporate veil In the first post in this series we explored the distinction between the legal form of a business entity and the way the business is taxed. That first post...
In this video, our own Matthew T. McClintock, partner at Evergreen Legacy Planning, LLP and founder of Bespoke Protector Company, LLC discusses the role of trust protectors in long-term trusts....
Wyoming law creates a framework to define consumptive, or utility, tokens in a way that distinguishes them from non-utility security tokens. The law provides guidance for in-state blockchain developers who seek to create a non-security utility token, and it provides a clear working model for other states (and potentially the SEC) to follow.